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Designed to improve the chance of achieving your goal

GoalTracker® Plus will regularly review your investment strategy, make a recommendation
and implement any changes (unless you opt out within 14 days)

Personalised investments

Builds an investment strategy based on your retirement income goal and personal situation

Automatic quarterly reviews

Checks your situation every three months and makes changes to your investment strategy if necessary

Regular updates

Shows you how you’re tracking to your goal, how your investments are being managed and suggests how you can get and stay on track

No additional cost

You will not be charged any fees for this service or for the ongoing advice on your investment strategy

How GoalTracker® Plus works

MyTracker Tools - Goal Setting & Simulator

Using the MyTracker tools - a walk through demonstration of how to complete Steps 1 & 2 - telling us more about yourself
and setting a retirement income goal. Then understanding your options for next steps including a demonstration of the
simulator tool.

Please submit your details to start the membership registration process.

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